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Concurrent Investment Advisors’s APA Corp APA Stock Holding History

Concurrent Investment Advisors’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$531K Buy
16,311
+2,871
+21% +$108K ﹤0.01% 1368
2026
Q1 		$570K Sell
13,440
-1,409
-9% -$42.6K 0.01% 1141
2025
Q4 		$363K Buy
14,849
+5,210
+54% +$126K ﹤0.01% 1291
2025
Q3 		$234K Sell
9,639
-1,043
-10% -$22K ﹤0.01% 1274
2025
Q2 		$195K Buy
+10,682
New +$185K ﹤0.01% 1275

Other funds holding APA

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Concurrent Investment Advisors's APA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its APA Corp (APA) stake by 21% in Q2 2026, buying an estimated $108K and bringing the position to 16,311 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Concurrent Investment Advisors first reported a position in APA in Q2 2025 and has held it in 5 quarters since. The position peaked at $570K in Q1 2026. 290 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Concurrent Investment Advisors held 16,311 shares of APA Corp worth $531K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,871 APA Corp shares in Q2 2026, an estimated $108K.
  • APA Corp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1368 holding.
  • Concurrent Investment Advisors first reported a position in APA Corp in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's APA Corp position peaked at $570K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.